PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCGTX
PCGTX charges 0.73% annually. There are 89 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | PCGTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | PCGTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | PCGTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | PCGTX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | PCGTX vs WFBIX |
Best Risk-Adjusted Alternatives to PCGTX
PCGTX has a PortfoliosLab risk / return rank of 49. There are 2 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | PCGTX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | PCGTX vs STWTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | PCGTX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | PCGTX vs FSMOX | |
| DFA Diversified Fixed Income Portfolio | 33 | — | Aug 2016 | PCGTX vs DFXIX |
Top Performing PCGTX Alternatives (YTD)
PCGTX is at 2.92% YTD. No mutual funds in the Intermediate Core Bond category have higher YTD returns; the top-performing alternatives shown here go as high as 1.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | PCGTX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | PCGTX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | PCGTX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | PCGTX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.67% | — | May 2023 | PCGTX vs FSMOX |
Lowest Volatility Alternatives to PCGTX
PCGTX has 5.63% 1-year volatility. There are 106 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | PCGTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | PCGTX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | PCGTX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | PCGTX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | PCGTX vs JIBEX |
Lowest Drawdown Alternatives to PCGTX
PCGTX has a 1-year max drawdown of -3.09%. There are 75 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | PCGTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | PCGTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | PCGTX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | PCGTX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | PCGTX vs FTHRX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 93 | 31.56% | — | May 2018 | PCGTX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 11 | -0.43% | — | Jul 2020 | PCGTX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 38 | 1.31% | — | Dec 1972 | PCGTX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 59 | 10.37% | — | Jul 2020 | PCGTX vs DVRUX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 73 | 1.36% | — | Aug 1995 | PCGTX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 63 | 7.11% | — | May 1993 | PCGTX vs PWTYX | |
| PACE Alternative Strategies Investments | Multistrategy | 51 | 3.84% | — | Apr 2006 | PCGTX vs PASIX | |
| UBS Global Allocation Fund | Global Allocation | 72 | 8.13% | — | Aug 1992 | PCGTX vs BPGLX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCGTX vs USIAX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 55 | 15.66% | — | Aug 1995 | PCGTX vs PCSVX |
Often Compared With PCGTX
Investors most often compare PCGTX with TRLVX, APBDX, SBI. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PCGTX with Any Fund or Stock
Compare PCGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCGTX with funds that move differently
PACE Mortgage-Backed Securities Fixed Income Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCGTX.
Explore PCGTX Diversifiers